Primary Record
Indianapolis, US · Founded 2023 · Delaware corporation · 6 employees on LinkedIn · 3 known investors
Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
Founders & leadership
Primary Record was founded in 2023 by Jean Ross and Jim McIntosh.
JR
Jean RossFounder
JM
Jim McIntoshFounder
CR
Chris RossNamed on SEC filing
Board
EB
PH
Investors · 3
Reported raises · per SEC filings
Form D private placements$765K disclosed across 2 rounds · 2023–2026
▶$10KraisedJun 2026 · 1 investors · Other TechnologyRule 506(b)
▶$10KraisedJun 2026 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Eric BeierDirector
- James McIntoshExecutive Officer, Director
- Jean RossExecutive Officer, Director, Promoter
- Patrick HenshawDirector
- Offering amount
- $95K
- Amount sold
- $10K
- First sale
- May 2026
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
▶$755KraisedNov 2023 · 6 investors · Other TechnologyRule 506(b)
▶$755KraisedNov 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- James McIntoshExecutive Officer, Director
- Jean RossExecutive Officer, Director, Promoter
- Chris RossExecutive Officer
- Offering amount
- $1M
- Amount sold
- $755K
- First sale
- Nov 2023
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlapAARP61 shared keywordsAARP is a membership organization serving people aged 50 and older, offering benefits such as discounts, programs, newsletters, magazines, and community events. It also advocates on issues like Social Security and Medicare and provides resources on health, finances, and daily life.
Accountable39 shared keywordsAccountable provides a platform that automates HIPAA compliance tasks including policies, training, risk assessments, vendor management, and incident tracking for small and mid-size healthcare organizations such as dental offices, therapy practices, and health tech startups.
Uclahealth36 shared keywordsUCLA Health is an academic health system providing primary, immediate, and specialty medical care including cancer, neuroscience, transplant, orthopedics, cardiovascular, and children's care. It operates hospitals and clinics and trains medical students, with a network of locations in the Los Angeles area.
Synapticure34 shared keywordsSynapticure provides virtual care services for individuals and families with neurodegenerative conditions, offering access to expert-led care, cutting-edge treatments, clinical trials, and wraparound support across all 50 US states through a network of local partners.
UPMC32 shared keywordsUPMC operates a network of hospitals and health care facilities, offering medical services and specialties such as cancer care, cardiology, neurosciences, orthopaedics, and behavioral health. It provides patient tools for finding doctors, locating facilities by region, and accessing patient portals.
Companies competing with Primary Record for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Primary Record do?
- Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
- Who founded Primary Record?
- Primary Record was founded by Jean Ross, Jim McIntosh in 2023.
- Who are Primary Record's investors?
- Primary Record's investors include Boomerang Ventures, IU Ventures, Render Capital.
- How much funding has Primary Record raised?
- Primary Record has disclosed $765K raised across 2 rounds.
- Where is Primary Record headquartered?
- Primary Record is headquartered in Indianapolis, US.